Notify me when BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 731 | $657,697,996 | +$27,098,243 | -$12,869,473 | +$14,228,770 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 22 Oct 2025, 14:38 |
| Q2 2025 | 727 | $598,523,301 | +$34,952,261 | -$9,985,516 | +$24,966,745 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 11 Aug 2025, 13:44 |
| Q1 2025 | 717 | $527,970,297 | +$24,333,404 | -$4,753,855 | +$19,579,549 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 05 May 2025, 16:40 |
| Q4 2024 | 674 | $524,900,312 | +$50,764,139 | -$15,297,995 | +$35,466,144 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 06 Feb 2025, 17:37 |
| Q3 2024 | 685 | $523,518,865 | +$31,576,765 | -$17,901,774 | +$13,674,991 | SPY, GAM, ADX, SCHX, SCHB | 13F-HR | 28 Oct 2024, 19:04 |
| Q2 2024 | 715 | $484,241,539 | +$20,389,591 | -$16,306,955 | +$4,082,636 | SPY, GAM, ADX, SCHX, SCHB | 13F-HR | 05 Aug 2024, 12:41 |
| Q1 2024 | 716 | $466,085,669 | +$29,753,478 | -$13,881,046 | +$15,872,432 | SPY, GAM, ADX, SCHX, SCHB | 13F-HR | 24 Apr 2024, 15:49 |
| Q4 2023 | 714 | $418,289,815 | +$21,435,019 | -$9,478,580 | +$11,956,439 | SPY, GAM, ADX, SCHX, SCHB | 13F-HR | 25 Jan 2024, 15:26 |
| Q3 2023 | 672 | $371,247,546 | +$15,104,364 | -$9,721,217 | +$5,383,147 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 30 Oct 2023, 16:00 |
| Q2 2023 | 677 | $377,921,169 | +$27,242,722 | -$4,455,261 | +$22,787,461 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 08 Aug 2023, 14:21 |
| Q1 2023 | 654 | $333,738,182 | +$17,900,122 | -$6,252,266 | +$11,647,856 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 08 May 2023, 12:43 |
| Q4 2022 | 682 | $305,204,251 | +$18,222,193 | -$9,244,568 | +$8,977,625 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 03 Feb 2023, 16:13 |
| Q3 2022 | 669 | $279,633,048 | +$10,819,717 | -$11,234,502 | -$414,785 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 08 Nov 2022, 18:08 |
| Q2 2022 | 714 | $297,202,262 | +$13,732,694 | -$10,585,793 | +$3,146,901 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 02 Aug 2022, 14:32 |
| Q1 2022 | 768 | $352,556,081 | +$32,672,602 | -$13,963,279 | +$18,709,323 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 21 Apr 2022, 16:36 |
| Q4 2021 | 768 | $383,208,134 | +$39,940,682 | -$13,711,790 | +$26,228,892 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 26 Jan 2022, 16:30 |
| Q3 2021 | 166 | $341,862,000 | +$13,506,692 | -$11,912,212 | +$1,594,480 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 09 Nov 2021, 18:22 |
| Q2 2021 | 173 | $342,465,000 | +$24,003,967 | -$32,308,759 | -$8,304,792 | SPY, GAM, SCHX, ADX, SCHB | 13F-HR | 05 Aug 2021, 14:48 |
| Q1 2021 | 166 | $328,216,000 | +$45,365,697 | -$25,804,175 | +$19,561,522 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 22 Apr 2021, 21:18 |
| Q4 2020 | 136 | $289,920,110 | +$23,356,186 | -$7,780,911 | +$15,575,275 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 21 Jan 2021, 14:53 |
| Q3 2020 | 157 | $242,881,700 | +$18,636,756 | -$3,284,719 | +$15,352,037 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 23 Oct 2020, 16:18 |
| Q2 2020 | 154 | $214,380,000 | +$9,065,182 | -$7,968,920 | +$1,096,262 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 30 Jul 2020, 18:00 |
| Q1 2020 | 195 | $179,435,000 | +$3,477,868 | -$11,579,286 | -$8,101,418 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 22 Apr 2020, 13:08 |
| Q4 2019 | 187 | $246,455,000 | +$25,365,072 | -$1,341,492 | +$24,023,580 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 22 Jan 2020, 13:35 |
| Q3 2019 | 192 | $216,891,099 | +$3,801,514 | -$4,853,934 | -$1,052,420 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 07 Nov 2019, 11:08 |
| Q2 2019 | 195 | $216,166,098 | +$2,258,136 | -$7,332,927 | -$5,074,791 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 23 Jul 2019, 14:15 |
| Q1 2019 | 192 | $213,479,085 | +$3,088,908 | -$4,201,697 | -$1,112,789 | SPY, GAM, SCHX, ADX, TY | Restatement | 23 Apr 2019, 14:31 |
| Q4 2018 | 204 | $189,449,072 | +$6,715,636 | -$9,869,319 | -$3,153,683 | SPY, GAM, SCHX, ADX, TY | 13F-HR | 16 Jan 2019, 12:09 |
| Q3 2018 | 221 | $232,877,000 | +$6,311,645 | -$4,992,992 | +$1,318,653 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 24 Oct 2018, 17:40 |
| Q2 2018 | 214 | $219,629,083 | +$2,447,853 | -$14,701,222 | -$12,253,369 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 25 Jul 2018, 17:15 |
| Q1 2018 | 214 | $227,787,074 | +$15,436,987 | -$4,640,278 | +$10,796,709 | SPY, GAM, ADX, SCHX, TY | 13F-HR | 01 May 2018, 15:20 |
| Q4 2017 | 220 | $222,663,111 | +$12,805,022 | -$5,878,724 | +$6,926,298 | SPY, GAM, ADX, TY, SCHX | 13F-HR | 30 Jan 2018, 17:17 |
| Q3 2017 | 231 | $209,113,114 | +$8,204,857 | -$9,170,835 | -$965,978 | SPY, GAM, ADX, TY, SCHX | 13F-HR | 24 Oct 2017, 15:38 |
| Q2 2017 | 238 | $201,233,133 | +$16,829,079 | -$3,696,959 | +$13,132,120 | SPY, GAM, ADX, TY, SCHX | 13F-HR | 28 Jul 2017, 16:46 |
| Q1 2017 | 246 | $178,462,813 | +$16,179,408 | -$3,901,731 | +$12,277,677 | SPY, GAM, ADX, TY, USA | 13F-HR | 18 Apr 2017, 12:40 |
| Q4 2016 | 246 | $162,901,197 | +$15,829,842 | -$8,367,610 | +$7,462,232 | SPY, GAM, ADX, TY, USA | 13F-HR | 30 Jan 2017, 14:00 |
| Q3 2016 | 407 | $171,665,000 | +$17,928,828 | -$6,912,904 | +$11,015,924 | SPY, GAM, ADX, TY, USA | 13F-HR | 14 Oct 2016, 12:14 |
| Q2 2016 | 417 | $155,159,013 | +$16,665,838 | -$9,559,722 | +$7,106,116 | SPY, GAM, TY, ADX, USA | 13F-HR | 28 Jul 2016, 16:40 |
| Q1 2016 | 424 | $146,759,000 | +$14,276,375 | -$13,605,986 | +$670,389 | SPY, TY, GAM, ADX, USA | 13F-HR | 12 Apr 2016, 11:15 |
| Q4 2015 | 434 | $147,352,000 | +$13,022,581 | -$16,039,505 | -$3,016,924 | SPY, TY, GAM, SCHX, USA | 13F-HR | 21 Jan 2016, 15:02 |
| Q3 2015 | 431 | $145,223,000 | +$12,428,594 | -$18,655,321 | -$6,226,727 | SPY, TY, GAM, SCHX, USA | 13F-HR | 21 Oct 2015, 12:27 |
| Q2 2015 | 421 | $165,603,000 | +$10,529,174 | -$9,857,450 | +$671,724 | SPY, SCHX, TY, SCHB, ADX | 13F-HR | 14 Jul 2015, 14:46 |
| Q1 2015 | 410 | $166,747,000 | +$8,371,631 | -$13,762,644 | -$5,391,013 | SPY, SCHX, TY, SCHB, ADX | 13F-HR | 09 Apr 2015, 10:42 |
| Q4 2014 | 417 | $169,887,634 | +$11,763,668 | -$7,421,195 | +$4,342,473 | SPY, SCHX, SCHB, TY, GAM | 13F-HR | 22 Jan 2015, 11:36 |
| Q3 2014 | 431 | $166,794,000 | +$10,517,090 | -$6,971,657 | +$3,545,433 | SPY, SCHX, TY, SCHB, GAM | 13F-HR | 15 Oct 2014, 11:52 |
| Q2 2014 | 398 | $165,584,000 | +$23,230,100 | -$7,630,967 | +$15,599,133 | SPY, SCHX, TY, SCHB, GAM | 13F-HR | 29 Jul 2014, 14:31 |
| Q1 2014 | 379 | $147,696,000 | +$22,991,949 | -$4,980,590 | +$18,011,359 | SPY, SCHX, TY, SCHB, GAM | 13F-HR | 28 Apr 2014, 18:44 |
| Q4 2013 | 391 | $130,275,000 | $0 | SPY, SCHX, GAM, TY, SCHB | 13F-HR | 07 Feb 2014, 16:40 |